Sanjeev Bose

Responsibilities :

Acquisition of Mutual Fund Financial Advisors and empower them Digitally on Platform Usage with regards to Digital Marketing and Branding , Online Transactions, Reporting, Business Analytics, Business Opportunity and most important,

Client Servicing :

• Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Built and maintained relationships with new and existing clients while providing high level of expertise.

CTC: 300000 PA. + Incentives.

Project 1 : AXIS Mutual FUND AMC

Responsibilities:

Worked under a B2B campaign of AXIS Mutual Fund and servicing Independent Mutual Fund Financial Advisor on Goal Based planning for their clients and assisting them to grow their Business(AUM).

• Helping IFA’s engage with their clients through effective use of tools, reports and the technology platform.
• Assisting IFA’s with using the technology platform to effectively advise the end clients.
• Creating Analytical Reports generated via the platform for the IFA’s based on the data provided.
• Effectively explaining the reports generated to the IFA’s to help them and address any queries which they may have.
• Solicit and share feedback on products and services and the usage of the platform.

Project 2 : SPA Capital

SPA Capital one of the largest distributor in Delhi NCR region in doing Tax planning and sourcing Mutual Fund schemes to their clients by way of Goal based Comprehensive Financial Planning.

Responsibilities:

Responsible for being a one point contact for retail clients of SPA Capital and sourcing Mutual Fund schemes and attaining customer satisfaction on continuous basis by catering them financial requirements after assessing their profile, needs and risk appetite through Financial Planning Solutions with an aim to help the end clients to achieve their financial goals.

Responsibilities:

• Client Acquisition for Demat and Trading Account.
• Handling client’s service queries with end to end resolution within specified TAT in resolving product or service issues.
• Generating Online and Offline revenue through all asset class Multi products including Mutual Funds and Life Insurance Products to all existing HNI’s and mapped channel retail customers.
• Training Relationship Managers on Life Insurance product and assisting them on Joint calls to closure.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

Achievements :

• Achieved a Trophy of Appreciation as a Take-Off Champ and stood First in the contest.(Period : January – 2013)
• Received a Trophy of Appreciation being Top Performer in Financial Planning Services in Mumbai – B Region. (Period : 2013-14)
• Received a Trophy of Appreciation for standing Rank 1 in Premium Education Program in Mumbai – B Region. (Period : 2013-14)
• Received IAS (Investment Advisory Services) Champ Award in the month of January 2014.

Responsibilities:

• To identify the need of an existing customer with a proper fact finding and financial planning as per current inflation rate and to introduce them the new plans.
• To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly/monthly calls.
• Daily tracking of & personal meeting with Clients To ensure 100 % client penetration for business sourced by building relationships & enabling increase in share of wallet & revenues
• Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.

Responsibilities :

• Handled calls of the prospective clients holding a corporate salary a/c in Citibank providing with an end to end resolution pertaining to bank a/c queries and transaction and also furnishing information of the latest offers and services offered by the bank.
• Generated sales revenue pertaining to new a/c opening leads and investment options to the target customer.

Achievements:

• Achieved a certificate of appreciation from the navigation team ensuring Zero defects and maintaining the level of satisfaction to the customer.
• Achieved a shinning star award for an exemplary performance at work place for generating citigold a/c opening leads and getting a revenue amounting to more than 30 lacs.
• Achieved a number of appreciation mails from the customer maintaining the level of customer satisfaction and resolving the different queries of the customer pertaining to their respective bank accounts.

Responsibilities :

Handled Inbound sales calls related to all assets and liability products (inbound process) of bank however primarily worked for Small and Medium Enterprise.

• In-house trainer for Small Enterprise Group and Trade product with respect to Bank Guarantee, Vendor Bill Discounting, Letter of credit and FIRC Issuance.
• Consolidating the product details and sending it to respective team-managers in case any clarification is required from the business.
• Conducted system training for the new recruits along with monitoring and coaching the officers and ensuring that the standard of quality are met with the targets set down.
• Responded to customer inquiries with patience and positivity to establish excellent first impression.

Achievements :

• Got the Key performer award on accounts of outstanding performance at work place.
• Achieved appraisal from the business for higher number of value generation in Term deposits.